Northrop Grumman Corporation (NOC)
Low Beta, High Certainty: The Investment Case For Northrop Grumman
Northrop Grumman's unique position as a system architect for US strategic defense programs ensures stable, predictable revenue from government contracts. My DCF valuation model, using multiple methods, yields a fair value of $550 per share—about a 16% potential upside—supporting a Buy rating for NOC. The company's robust free cash flow, consistent dividend growth, and aggressive buybacks offer reliable shareholder returns.
Northrop Grumman Corporation (NOC) Bernstein's 41st Annual Strategic Decisions Conference (Transcript)
Northrop Grumman Corporation (NYSE:NOC ) Bernstein's 41st Annual Strategic Decisions Conference May 28, 2025 10:00 AM ET Company Participants Kathy Warden - Chairman and CEO Conference Call Participants Doug Harned - Bernstein Doug Harned Okay. Let's get started.
Northrop vs. Lockheed: Which Defense Stock Is a Stronger Player?
Both NOC and LMT stocks have merits for investors to stay invested in, although NOC's lower leverage could offer a more balanced risk-reward profile.
Why Is Northrop Grumman (NOC) Up 0.3% Since Last Earnings Report?
Northrop Grumman (NOC) reported earnings 30 days ago. What's next for the stock?
Northrop Grumman Rewards Shareholders With 12% Dividend Hike
NOC announces that its management has approved a 12.1% hike in its quarterly dividend to $2.31 per share.
Northrop's EW Suite Achieves New Milestone: Time to Buy the Stock?
Investors interested in NOC stock should wait for a better entry point, considering its premium valuation.
No Good Deed Goes Unpunished at Northrop Grumman, as Cost Improvements Cut Profits in Half
Northrop Grumman (NOC 2.20%) stock is in a funk. With the company reporting earnings on Tuesday, the stock promptly tanked 12.6%.
Blue Light Special - 2 Dividend Growth Gems We're Buying With Both Hands
Volatility is flashing a Blue Light Special in markets. Fear is high, but history says these moments often reward long-term investors the most. I see this uncertainty as an opportunity. When panic strikes, I lean into quality. Two dividend growth stocks just handed us compelling entry points. These aren't random buys. They're high-conviction investments I've followed for years, now trading at discounts I believe won't last long.
Why Northrop Grumman (NOC) is a Top Value Stock for the Long-Term
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Northrop Grumman is taking a financial hit on its B-21 Raider stealth bomber
Northrop Grumman posted a drop in profits in the first quarter of 2025. It said higher manufacturing costs for the B-21 Raider stealth bomber were to blame.
Northrop Grumman: Problems Aren't Over
Northrop Grumman's stock dipped over 10% after disappointing Q1'25 earnings, missing revenue by $480 million and EPS due to B-21 bomber cost overruns. The defense sector faces potential headwinds from reduced U.S. spending, trade wars, and incentives for the EU to buy from European suppliers. Northrop Grumman cut GAAP EPS guidance to $25.15 due to the B-21 charge, but the stock still trades at a forward P/E ratio of 16.5x when excluding this large charge.
Northrop Grumman Corporation (NOC) Q1 2025 Earnings Call Transcript
Northrop Grumman Corporation (NYSE:NOC ) Q1 2025 Earnings Conference Call April 22, 2025 9:30 AM ET Company Participants Todd Ernst - Vice President, Investor Relations Kathy Warden - Chair, CEO and President Ken Crews - CFO Conference Call Participants Kristine Liwag - Morgan Stanley Robert Stallard - Vertical Research Ronald Epstein - Bank of America Sheila Kahyaoglu - Jefferies Scott Deuschle - Deutsche Bank Seth Seifman - JP Morgan Michael Ciarmoli - Truist Securities Doug Harned - Bernstein Matt Akers - Wells Fargo Myles Walton - Wolfe Research Ken Herbert - RBC Capital Markets David Strauss - Barclays Scott Mikus - Melius Research Operator Good day, ladies and gentlemen, and welcome to Northrop Grumman's First Quarter 2025 Conference Call. Today's call is being recorded.
